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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin
Read Answer Asked by Fooklin on August 04, 2023
Q: If I understand what I have been reading in your comments is that small caps in general are down but have good potential if the economy gets back on track. What would be your favourite Canadian traded ETF to capture a small-cap rebound in Canada and your favourite that trades in the US?
Read Answer Asked by David on July 24, 2023
Q: Hello, I am thinking about selling my position in QQQ in favour of small cap etfs spread amongst value and growth. My feeling is that over the coming years they will have a better growth factor than the current large cap companies listed in QQQ. How do you feel about the ETFs described above, or perhaps some alternatives you favour ?
Read Answer Asked by Robbie on July 21, 2023
Q: I am looking to transfer money from my sons RESP into a TFSA. He is working a lot with ample overtime and likely won't require the money to cover tuition etc.. Could you please suggest some Canadian and/or U.S. etfs that would provide a well rounded portfolio to start him on his investing journey.
Read Answer Asked by Michael on July 17, 2023
Q: What sectors of the market are you happy to buy currently, and what ETFs match as closely as possible to these?
Read Answer Asked by Arthur on July 10, 2023
Q: Would you suggest some ETFs that capture U.S. & Cdn stocks - top ones that hold top DOW, NASDQ & S&P? My son is 33 YO - has RRSP, TFSA and Non- Reg acct, I believe he owns some NVIDIA stock. I realize not a lot of info. My investment strategy is quite different as I am not - as a priority, focused on growth; but, dividend growers which has served me well over the last 15 years.
Thank you,
James
Read Answer Asked by James on June 28, 2023
Q: Can you suggest a few stocks and /or etfs either us or CDN?

Thank you, michael.
Read Answer Asked by Michael on June 22, 2023
Q: cdn110k suggestions please. ETFs or singleStocks please, us orcdn
Read Answer Asked by Michael on June 21, 2023
Q: Late starting a RESP. First annual withdrawal will be August, 2028. Deposits to the RESP will come from an initial funding and annual contributions thereafter. Please suggest appropriate investments in the scenario. Thank you

Read Answer Asked by Richard on June 20, 2023
Q: In a recent answer you said "We feel that the slightly overcrowded flight to safety in large-cap tech names can open up opportunities for smaller and mid-sized names".

Is there a canadian ETF that reflects an investment in small and mid cap tech in Canada that is worth investing in right now ? And if not is there an American one ? Thanks
Read Answer Asked by Roger on May 30, 2023
Q: Hello, what Canadian ETFs would you recommend for US or global smallcaps? I would prefer ETFs with daily volumes higher than 10k per day. Thanks.
Read Answer Asked by Martin on May 18, 2023
Q: Hi,

I am intrigued by your answer to Derek's question May 3 about TTNM and others.

You said with "...with small caps a basket of three or four companies often is a better approach."

I own IWO (have for years) and note its performance against a US dividend grower like VIG, for almost any period for the last 5 years, has not been as good. That comparison combined with your notion of 3 or 4 small caps, would you be able to suggest your best small cap picks that I could use to replace IWO (recognizing the change in risk/profile of individual stocks vs. a hugely diversified ETF).

Thanks very much. Michael
Read Answer Asked by Michael on May 03, 2023
Q: Hi, can you recommend a couple of US ETFs for my US RRSP please? I have a 5 year time horizon. Thank you
Read Answer Asked by Julia on April 13, 2023
Q: Over the next few months I’ll be duplicating the ETFMU Growth ETF portfolio inside my LIRA with retirement being 30 years away.

Out of the 13 ETFs in the portfolio , Which ones do you feel are a strong buy currently? Wanting to start purchasing the strong buys, highest convictions ETFs first.

Thank you,
Read Answer Asked by Shawn on April 11, 2023
Q: Hi 5
2 questions (please use required credits)
1) For the stock list above would you please suggest a HOLD SELL BUY.

2) I would like to consolidate all of the above stocks into: NVDA GOOGLE and
MSFT for a 2 years hold, I understand the stocks are good ones , but I'm only looking at a faster recovery. Would you be om with it.

Thanks

Read Answer Asked by Fernando on March 22, 2023
Q: Wondering if you still feel like the small-capitalization U.S. stocks are showing value going forward? Even with the YTD 9.59 return?
Wondering if you know of a ETF similar to XSU.CA that's tilted towards GROWTH, can be unhedged.

Thanks
Read Answer Asked by Shawn on March 09, 2023
Q: Hi Peter,

Are there any canadian CDR's for QQQ, IWO or other similiar etf's ?

Thanks
Read Answer Asked by HARRY on January 30, 2023
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